+433.8%
MAR vs AMKR
+547.1%
-113.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.7% | +0.6% |
| 7D | -0.5% | +8.3% | -8.8% | -2.6% |
| 30D | -5.4% | -6.8% | +1.4% | -4.4% |
| 3M | -15.5% | -31.9% | +16.4% | -10.4% |
| 6M | +3.0% | +18.4% | -15.4% | -8.1% |
| YTD | +8.5% | +31.7% | -23.1% | -7.6% |
| 1Y | +26.0% | +105.2% | -79.3% | -7.6% |
| 3Y | +68.6% | +147.7% | -79.1% | +9.7% |
| 5Y | +157.4% | +99.4% | +58.0% | +69.3% |
| All | +433.8% | +547.1% | -113.3% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling